1. HKUL & CityUL HKIUG – Dec03 InnReach Project in Hong Kong David Palmer Hong Kong University Libraries University of Hong Kong Eva Wong Run Run Shaw Library City University of Hong Kong

2. HKUL & CityUL HKIUG – Dec03 Background In May 2002, representatives of the 8 JULAC libraries met for the first time under the name: User Initiated Document Delivery (UIDD) Taskforce Impetuses Initial Criteria Demonstrations Recommendation to JULAC

3. HKUL & CityUL HKIUG – Dec03 Impetus for Taskforce Establishment Sutherland Report - Libraries through cooperation can provide good access for all students and teachers to monographs - To compete internationally, we have to find new ways of working together more effectively Putting 8 JULAC libraries resources together - Rank 11th in North America in total volume count (over 8M) - No single library can support the research, educational, and teaching needs of students and staff on its own - May reduce costs by purchasing less duplicate materials A single UIDD system of JULAC library collections - Give our students first class library support - Dramatically improve users’ access to the materials they need

4. HKUL & CityUL HKIUG – Dec03 Criteria for Choosing a System The Chosen System: must accept user initiated online ILL request must support unmediated ILL requests directly from users to lending libraries must support monograph loans must check incoming ILL requests automatically against own collection, and block request if requested items are in own collection must support CJK characters

5. HKUL & CityUL HKIUG – Dec03 Process and Results Systems assessed: INN-Reach Library.Request URSA VDX IMPACT/ISO RLG/ILL Wings Clio ILLiad Shortlisted – 4, Demo – 3

6. HKUL & CityUL HKIUG – Dec03 Demonstrations December 2002 Three systems: –T–TLC for Library.Request –E–Epixtech for iRequest –I–Innovative for InnReach Expanded assessment criteria –E–Essential requirements –C–Cost implications –A–Additional functions and features Recommendation to JULAC: InnReach

7. HKUL & CityUL HKIUG – Dec03 Why InnReach? Satisfies all of the essential requirements; only one that has a proven record in handling CJK Has most of the special features enquired about except for the delivery of periodical articles Very positive comments from InnReach sites contacted Reference sites for the other products are “few and far between” Union catalogue – old but reliable and has a proven track record Could not recommend a product that required “nurturing to maturity” Major drawback of InnReach – expensive!

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11. HKUL & CityUL HKIUG – Dec03Schedule Phase I, 3 libraries, HKU, LU, CityU ~ 31 Oct 04 May 2003 – Directors of 3 Libraries agreed to go ahead June 2003 – Working group met for the first time July 2003 – InnReach Orientation August 2003 – Delivery and set up of hardware (SunFire 280R – 2 CPUs, 2gb RAM) Aug 2003 – Systems Worksheets – first agreements Sep/Oct 2003 – TestPac, problem solving together Oct 2003 – Circulation briefing Nov 2003 – complete loading of union catalogue Nov 2003 – Circulation worksheets – more agreements Dec 2003 – Circulation training Early 2004 – Phase I, Live Pilot Phase II, up to 5 more JULAC libraries, ~ Jun 05

12. HKUL & CityUL HKIUG – Dec03 Agreements Systems Worksheets – Govern the loading of the union catalogue – Unified system parameters – Central_Load_Profile & Local_Load_Profile Circulation Worksheets – For materials circulation and patrons privileges – Unified patron types and loan rules – Central_Circ & Local_Circ

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17. HKUL & CityUL HKIUG – Dec03 Problems  Solutions Merging of Records – Standard algorithm - tag 001 and ISBN – CityU, HKU & LU - different data in tag 001 – First load of Testpac - 2% merge rate – Alternate algorithm - a 67 character string from tag 245, 260 and 300. – Second load of Testpac - 4% merge rate – Complete load of union catalogue - 12% merge rate – Other InnReach databases – 40% merge rate Chinese – First InnReach database - large number of Chinese records – Merging done on Roman tags only

18. HKUL & CityUL HKIUG – Dec03 Problems  Solutions Cont’d 856 Links & Internet Resources – E-resources not available via InnReach – Agreed that e-resources will be displayed but without URLs. Courier Service – 48 hours turnaround time max – fast yet economical outfit

19. HKUL & CityUL HKIUG – Dec03 Hong Kong Academic Library Link (HKALL) 香港高校圖書聯網 ( 港書網 ) http://innreach.hku.hk Name of Our System

20. HKUL & CityUL HKIUG – Dec03 Pilot – Phase I Over 3M volumes available to our users Measure how successful the pilot is Entice the other JULAC libraries to join us for next phase

21. HKUL & CityUL HKIUG – Dec03 Working Together 3 is a good number to start Understanding and willingness to compromise Quick response and feedback Ownership of project by everyone involved – we all want this to succeed Great people to work with!

22. HKUL & CityUL HKIUG – Dec03 What next? Statistics to measure success – Increase in traffic (ILL and non-ILL patrons) – Decrease in ILL traffic – Pickup rate – Turnaround time compared to ILL – Costs compared to ILL costs – Increase/Decrease in library staff workload Can InnReach help us lower our costs? Can we use the cost-saving argument to apply for central funding of a full project? Can the experience of InnReach be a model for other JULAC collaborative projects ?

23. HKUL & CityUL HKIUG – Dec03 Thank You David Palmer Hong Kong University Libraries University of Hong Kong Eva Wong Run Run Shaw Library City University of Hong Kong